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Invesco Variable Rate Investment Grade ETF
VRIG

Overview Fund Activity

145 hedge funds and large institutions have $1.03B invested in Invesco Variable Rate Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
33
Increased
66
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$88.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.5M
3
LPL Financial
3
LPL Financial
California
$104M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$14M

Top Sellers

1
VRM
1
Vectors Research Management
New York
$6.34M
2
CC
2
Courier Capital
New York
$5.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$25.5M
4
AAA
4
American Alpha Advisors
New York
$0
5
Invesco
5
Invesco
Georgia
$313M
Name Market Value Shares Shares
Change 		Shares
Change %
LSIA
101
LaSalle St. Investment Advisors
Illinois
$420K 16,765 +269 +2%
MIH
102
Meitav Investment House
Israel
$402K 16,085 -30,433 -65%
WIA
103
World Investment Advisors
California
$386K 15,410 -23,133 -60%
FFA
104
Farther Finance Advisors
California
$345K 13,758 -1,190 -8%
AFAS
105
Acorn Financial Advisory Services
Virginia
$329K 13,118 -1,588 -11%
MMM
106
Mendel Money Management
Illinois
$324K 12,925 +305 +2%
OPS
107
Orion Portfolio Solutions
Nebraska
$320K 12,775 +12,775 New
BCI
108
Brinker Capital Investments
Pennsylvania
$320K 12,775 +12,775 New
TYCC
109
Texas Yale Capital Corp
Florida
$314K 12,513 -5,000 -29%
RIS
110
Richmond Investment Services
Wisconsin
$309K 12,327 +29 +0.2%
HF
111
HRT Financial
New York
$307K 12,244 +12,244 New
GC
112
Grimes & Company
Massachusetts
$281K 11,197 +140 +1%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$247K 9,830 – –
AI
114
Atria Investments
North Carolina
$246K 9,810 +9,810 New
NP
115
NorthRock Partners
Minnesota
$245K 9,786 +9,786 New
TRCT
116
Tower Research Capital (TRC)
New York
$235K 9,359 +2,894 +45%
PTC
117
Private Trust Company
Ohio
$224K 8,943 +766 +9%
William Blair & Company
118
William Blair & Company
Illinois
$223K 8,886 +4 +0%
HWA
119
HHM Wealth Advisors
Tennessee
$222K 8,855 -9,150 -51%
AG
120
AmeriFlex Group
Nevada
$163K 6,510 +6,510 New
MPCG
121
Matrix Private Capital Group
New York
$145K 5,800 – –
HI
122
Harbour Investments
Wisconsin
$144K 5,754 -199 -3%
NS
123
NBC Securities
Alabama
$132K 5,273 +5,268 +105,360%
TIM
124
Tortoise Investment Management
New York
$124K 4,950 -1,010 -17%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$112K 4,477 +3,227 +258%
3 4
5
6 7